See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,400 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 20-8874282 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $40,000 |
CAMPBELL TAYLOR WASHBURN3+ years Filed as: H.K. CAMPBELL & COMPANY Service code 10 2011 MADISON ROAD · CINCINNATI, OH 45208 | Accounting | $13,126 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,912 |
Filed as: ARTHUR J GALLAGHER & CO Service code 99 2 PIERCE PL · ITASCA, IL 60143 | Other Fees | $252 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,784 | $67,228-46.8% | $117,854-69.6% | $77,958-54.1% |
| Participation rate | 81.6% | 79.4%+2.2pp | 79.7%+1.9pp | 71.6%+9.9pp |
| Annual return | 17.11% | 19.13%-2.0pp | 335.08%-318.0pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,284 | $2,211-41.9% | $3,786-66.1% | $2,310-44.4% |
| Participant deferral / active EE | $3,513 | $3,653-3.8% | $4,482-21.6% | $3,537-0.7% |
| Admin fee / account holder | $201 | $76+165.4% | $8,020-97.5% | $97+106.6% |